603 USD
8 proposals
Task: one dashboard with all business metrics — advertising, funnel, payments, manager performance, revenue planning. Data is pulled automatically via API.
Scope: only the YCL direction (employment in Europe). Kommo has other directions — only YCL funnel deals will be included in the repository (filter by funnel/tag to be agreed upon).1. Data Sources (Integrations) Kommo CRM — leads, deals, funnel stages, responsible persons, sources, dates of transitions between stages (must keep history), reasons for refusals, custom deal fields (see point 2). Stripe — payments, amounts, statuses (success/failure/refund), linked to deals. Meta Ads — expenses, impressions, clicks, CPL, leads by campaigns (currently operational). Google Ads, Reddit Ads, LinkedIn Ads — planned; architecture — extensible connectors without core rework. SEO/organic— Google Search Console + GA4. Cross-link: traffic source → lead in Kommo → payment in Stripe (UTM, deal ID in Stripe metadata — propose the mechanism). 2. Mandatory Cuts (Deal Fields in Kommo) Each metric must be filtered/grouped by: Client Citizenship (Kenya, Nigeria, India, etc.). Residence Status: lives in their country / expat (already in Europe). These are two different segments with different cycles, conversion rates, and checks. Country of Placement / Service: Poland, Serbia, Slovakia, Germany (ZAV). Manager, team, traffic channel, period. If any fields are missing in Kommo — the executor indicates which fields need to be added, the client adds them.3. Funnel and Leading Indicators Data by funnel, for each stage — summary and leading metrics: Traffic → lead: leads, CPL by channels + day-to-day expense/click dynamics. Lead → qualification: conversion + first response speed, touches/calls to the manager per day, unanswered leads. Qualification → contract/invoice: conversion + sent offers, stalled deals (days in stage above norm). Invoice → payment: payments, average check + unpaid invoices, failed payments. Summary: revenue, ROMI by channels, run rate to monthly plan. 4. Deal Cycle Average and median lead → payment cycle (business benchmark ~4 weeks), cycle trend over time. Breakdown of cycle by stages (how many days a deal sits at each stage) — to see which stage is dragging. List of deals that have stalled at a stage longer than normal. Cycle breakdown by segments: citizenship, residence status, country of placement, manager. 5. Early Warning of Decline (Key Block) Since the cycle is ~4 weeks, today's leads = payments in a month. The system must: Compare leads/qualifications of the current week with the moving average (4 weeks) and issue an alert if there is a downward deviation: “leads -X%, with a 4-week cycle expect a payment decline in the week [date].” Build payment forecast for 4 weeks ahead from the current pipeline: deals at each stage × historical conversion of the stage × remaining cycle. Highlight in red weeks where the forecast is below plan — with time to react. 6. Additional Payments and Sales Planning In the Kommo deal card, the date and amount of the planned additional payment are stored. The system must: Collect a calendar of upcoming additional payments: total expected, by weeks/months. Highlight overdue additional payments (date passed, no payments in Stripe) — a separate list for follow-up. Calculate the monthly plan as: plan − already paid − scheduled additional payments = how many new sales are needed (in money and in deal units at average check). Weekly schedule: additional payments + forecast of new payments against the weekly plan. 7. Manager Performance Daily snapshot for each manager: touches/calls, conversations, sent offers, payments — for each day separately, with a chart over the period. Progress on personal plan compared to monthly pace (ahead / on pace / behind). Benchmarking with colleagues. 8. Visualization and Roles “Traffic lights” (green/yellow/red) for key metrics relative to norms/plans; progress scales; trend graphs; mobile adaptive. Roles: CEO — everything; COO — entire funnel and managers; team lead — their team; manager — their metrics and position relative to colleagues. 9. Reports and AI Automated reports on schedule (daily summary, weekly report) in the dashboard and/or messenger. Free-form queries (“how has CPL from Meta changed over 2 weeks?”) — LLM over the repository. Alerts in the red zone and according to the rules from points 5–6. 10. Technical Expectations and Staging Repository (PostgreSQL/BigQuery or equivalent) + ETL: Kommo webhooks + periodic synchronization (15–60 min). Frontend: custom or BI tool — propose with justification; requirements for roles, traffic lights, forecasts, and AI queries must be implementable. Stages: (1) audit and metrics map → (2) MVP: Kommo + Stripe + Meta, funnel, traffic lights, roles → (3) deal cycle, early warning, additional payments and plan → (4) SEO, AI reports, alerts → (5) new advertising channels. Payment is staged, with a demo for each stage. In the response, indicate: similar projects (end-to-end analytics), stack with justification, timeline and cost estimates by stages, monthly ownership cost (hosting, tokens, licenses).
